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Ultrapar

123 hedge funds and large institutions have $220M invested in Ultrapar in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 126123 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

95% less call options, than puts

Call options by funds: $11K | Put options by funds: $206K

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
$206K
Net Calls
Net Calls Change

Top Buyers

1 +$9.04M
2 +$8.65M
3 +$6.74M
4
Goldman Sachs
Goldman Sachs
New York
+$3.03M
5
Optiver Holding
Optiver Holding
Netherlands
+$1.55M

Top Sellers

1 -$31.4M
2 -$14M
3 -$5.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.64M
5
State Street
State Street
Massachusetts
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$43K
SSG
102
Summit Securities Group
New York
$31.5K
Wells Fargo
103
Wells Fargo
California
$26.3K
FFA
104
Farther Finance Advisors
California
$23.6K
Deutsche Bank
105
Deutsche Bank
Germany
$20.7K
AF
106
Allworth Financial
California
$12.5K
Osaic Holdings
107
Osaic Holdings
Arizona
$11.5K
EWA
108
EverSource Wealth Advisors
Alabama
$11.4K
SAM
109
Smartleaf Asset Management
Massachusetts
$10.6K
Simplex Trading
110
Simplex Trading
Illinois
$10K
HFS
111
Hantz Financial Services
Michigan
$8K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$6.22K
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.86K
GRP
114
Global Retirement Partners
California
$4.96K
W
115
WealthCollab
Washington
$4.5K
AssetMark Inc
116
AssetMark Inc
California
$3.85K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$2K
IA
118
IFP Advisors
Florida
$1.35K
JWA
119
JFS Wealth Advisors
Pennsylvania
$1.04K
PWA
120
Physician Wealth Advisors
Utah
$968
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$552
AWM
122
Abound Wealth Management
Tennessee
$263
TWD
123
True Wealth Design
Ohio
$234
PCP
124
Polunin Capital Partners
United Kingdom
UBS AM
125
UBS AM
Illinois